$6.6m Seed Round led by Craft Ventures
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$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
All Workflow Templates

Route to Account Owners From Scheduling Link

Automatically route to account owners or create and enrich new CRM objects

Automatically route to account owners or create and enrich new CRM objects. For example, when scheduling links are used in marketing campaigns or sent in a private LinkedIn message.

Routing to Owners

When a new meeting is set up using the Default scheduling link, the workflow looks for an account in Salesforce that matches the attendee’s email. If there's an account, the meeting goes straight into the account owner's calendar. This makes scheduling easier and helps customers.

New Accounts

If there's no existing account, Default can create a new Salesforce account and route the meeting between sales reps. This allows for fair meeting distribution and fast new account assignment.

Notifications on Slack

Default also sends real-time alerts on Slack. The sales rep who gets the meeting is told straight away, making sure everyone knows what's happening. This Default's scheduling workflow template makes planning meetings and managing accounts much easier for sales teams.

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Series uses Default to save 10 hours every week that was previously spent following up to inbound leads in order to schedule a demo.
“At Series, we have now consolidated multiple point solutions for our inbound funnel at half the cost. Intuitive and easy for cross-functional teams to use, we believe that qualifying and routing leads to our sales reps has saved us multiple hours each week.”

Josh S

Chief of Staff, Series

Harmonic added Default scheduling to their web forms and doubled qualified inbound meetings in the first month of using the platform
"Since implementing Default, we've seen a huge uptick in qualified inbound pipeline. Reps used to spend hours per week in meetings with unqualified leads, the ability to filter out junk emails and route leads off headcount has improved conversion substantially."

Akbar K

Growth, Harmonic

OpenPhone increased speed to lead through Default workflows that make routing logic simple, ensuring no leads fall through the cracks.
“Default has helped us at OpenPhone increase the complexity of our lead routing logic, while making it more simple to implement, diagnose and make changes.”

Mak R

Rev Ops, OpenPhone

Salesbricks uses Default forms and scheduling to save 30 hours per month that was previously used to qualify leads before a demo.
"Before using Default, we went back and forth over email with qualifying questions and long surveys before a demo. Default forms have made it incredibly simple to skip the back and forth and turn leads into demos."

Jonathan F

CEO, Salesbricks